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2,829 hedge funds and large institutions have $104B invested in Verizon in 2023 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,435 increasing their positions, 1,015 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,435 | Existing positions reduced: 1,015

37% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 137

1.01% more ownership

Funds ownership: 62.63%63.64% (+1%)

0% less funds holding

Funds holding: 2,8412,829 (-12)

1% less capital invested

Capital invested by funds: $104B → $104B (-$916M)

1% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.39B

8% less funds holding in top 10

Funds holding in top 10: 6459 (-5)

Holders
2,829
Holders Change
-12
Holders Change %
-0.42%
% of All Funds
45.08%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.94%
New
188
Increased
1,435
Reduced
1,015
Closed
137
Calls
$1.38B
Puts
$1.39B
Net Calls
-$17M
Net Calls Change
+$94.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
201
KeyBank National Association
Ohio
$37.1M -$2.7M -68,530 -7%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$37M -$23M -582,550 -38%
WP
203
Woodline Partners
California
$37M +$24.9M +632,406 +199%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$36.6M -$1M -25,359 -3%
AIP
205
Almanack Investment Partners
Pennsylvania
$36.5M -$68.4K -1,734 -0.2%
SG Americas Securities
206
SG Americas Securities
New York
$36M +$2.86M +72,441 +8%
Squarepoint
207
Squarepoint
New York
$35.9M -$83.6M -2,120,649 -70%
Citadel Advisors
208
Citadel Advisors
Florida
$35.7M -$24.3M -615,481 -40%
WG
209
Welch Group
Alabama
$35.5M +$7.82M +198,304 +28%
BCAM
210
Boston Common Asset Management
Massachusetts
$35.2M +$425K +10,774 +1%
KCM
211
Kornitzer Capital Management
Kansas
$34.8M +$3.62M +91,737 +11%
FCI
212
Financial Counselors Inc
Kansas
$34.7M +$3.98M +101,017 +13%
Janus Henderson Group
213
Janus Henderson Group
United Kingdom
$34.3M -$15.4M -389,860 -31%
M1FG
214
Mach-1 Financial Group
Arkansas
$34M -$1.87M -47,523 -96%
TPSF
215
Texas Permanent School Fund
Texas
$34M +$10.9M +277,315 +46%
Calamos Advisors
216
Calamos Advisors
Illinois
$32.8M -$4.13M -104,724 -11%
PAG
217
Private Advisor Group
New Jersey
$32.7M +$1.41M +35,713 +4%
MHC
218
Meyer Handelman Company
New York
$32.4M +$109K +2,754 +0.3%
EOJOAM
219
E. Ohman J:or Asset Management
Sweden
$32.3M -$1.21M -30,613 -4%
NAM
220
NorthCrest Asset Manangement
Minnesota
$32.3M +$32.8M +830,897 New
KAS
221
Kestra Advisory Services
Texas
$32.3M -$6.83M -173,286 -17%
VDI
222
Vaughan David Investments
Illinois
$32.2M +$1.26M +31,881 +4%
PI
223
PineBridge Investments
New York
$32.2M -$18.4M -466,475 -36%
DP
224
Dearborn Partners
Illinois
$32.1M +$1.91M +48,545 +6%
SOADOR
225
State of Alaska Department of Revenue
Alaska
$32M -$343K -8,700 -1%

VZ Hedge Fund Activity: Q1 2023 in Review

2,829 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2023, worth a combined $104B — down 0.88% from $104B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new VZ positions and 137 closed out — a net gain of 51 holders — while 1,435 added to existing stakes and 1,015 trimmed.

The largest buyer was Bank of America, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $420M.

  • 2,829 institutional investors held Verizon (VZ) as of Q1 2023, down from 2,841 in Q4 2022.
  • Funds reported $104B of Verizon stock for Q1 2023, down 0.88% quarter-over-quarter.
  • 188 funds opened new Verizon positions in Q1 2023 and 137 closed out, a net change of +51 holders.
  • The largest Verizon buyer in Q1 2023 was Bank of America, an estimated $393M added.
  • The largest Verizon seller in Q1 2023 was T. Rowe Price Associates, an estimated $420M sold.

Based on aggregated 13F filings for Q1 2023.